CRM

LNgan
Member

Each time a new user fills out a form automatically setting user to a specific buying role

SOLVE

I have partners who fill out the partner form and mentors who fill out the mentor form. 

Once a new contact is created from filling out the partner form, can HubSpot automatically assign that contact as property Buying Role "partner" under contacts? 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Each time a new user fills out a form automatically setting user to a specific buying role

SOLVE

Hi @LNgan,

 

You can use hidden form fields with default values to achieve this: https://knowledge.hubspot.com/forms/pass-contact-property-values-with-hidden-form-fields

 

The mentor form would include Buying role as a hidden field that is set to a default value "Mentor". When the form is submitted, the person won't see this field.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Each time a new user fills out a form automatically setting user to a specific buying role

SOLVE

Hi @LNgan,

 

You can use hidden form fields with default values to achieve this: https://knowledge.hubspot.com/forms/pass-contact-property-values-with-hidden-form-fields

 

The mentor form would include Buying role as a hidden field that is set to a default value "Mentor". When the form is submitted, the person won't see this field.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.